Purchases and Sales Made in Q4 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q4 2023. The information is specifically focused on institutions that hold shares of Broadcom Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-73- 10.86% |
$59.5K - $83.7K
|
599
$139K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-73- 10.53% |
$59.5K - $83.7K
|
620
$144K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-74- 0.93% |
$60.3K - $84.9K
|
7.89K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-74- 11.37% |
$60.3K - $84.9K
|
577
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-75- 38.86% |
$61.1K - $86K
|
118
$27.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-76- 2.38% |
$61.9K - $87.2K
|
3.12K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-76- 5.17% |
$61.9K - $87.2K
|
1.39K
$323K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-78- 1.9% |
$63.6K - $89.5K
|
4.03K
$934K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-78- 0.56% |
$63.6K - $89.5K
|
13.8K
$3.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-79- 3.8% |
$64.4K - $90.6K
|
2K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-79- 0.27% |
$64.4K - $90.6K
|
29K
$6.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-79- 5.3% |
$64.4K - $90.6K
|
1.41K
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
SELL
|
- |
-80- 0.92% |
$65.2K - $91.8K
|
8.6K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-80- 44.94% |
$65.2K - $91.8K
|
98
$22.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-80- 3.11% |
$65.2K - $91.8K
|
2.49K
$577K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-81- 12.76% |
$66K - $92.9K
|
554
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-81- 5.47% |
$66K - $92.9K
|
1.4K
$325K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-81- 1.45% |
$66K - $92.9K
|
5.51K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-82- 16.91% |
$66.8K - $94.1K
|
403
$93.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-82- 2.17% |
$66.8K - $94.1K
|
3.7K
$859K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-83- 19.62% |
$67.6K - $95.2K
|
340
$78.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-83- 2.52% |
$67.6K - $95.2K
|
3.21K
$744K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-83- 11.39% |
$67.6K - $95.2K
|
646
$150K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-84- 23.6% |
$68.4K - $96.3K
|
272
$63.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-84- 4.71% |
$68.4K - $96.3K
|
1.7K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-84- 4.31% |
$68.4K - $96.3K
|
1.87K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-84- 6.97% |
$68.4K - $96.3K
|
1.12K
$260K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-85- 76.58% |
$69.3K - $97.5K
|
26
$6.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-85- 11.46% |
$69.3K - $97.5K
|
657
$152K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-86- 2.0% |
$70.1K - $98.6K
|
4.22K
$978K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-86- 0.82% |
$70.1K - $98.6K
|
10.4K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-86- 28.38% |
$70.1K - $98.6K
|
217
$50.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-87- 3.19% |
$70.9K - $99.8K
|
2.64K
$612K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-87- 2.17% |
$70.9K - $99.8K
|
3.92K
$910K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-87- 2.43% |
$70.9K - $99.8K
|
3.49K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-87- 0.85% |
$70.9K - $99.8K
|
10.1K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-89- 9.06% |
$72.5K - $102K
|
893
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-89- 29.67% |
$72.5K - $102K
|
211
$49K
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-89- 1.59% |
$72.5K - $102K
|
5.5K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-90- 10.78% |
$73.3K - $103K
|
745
$173K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-90- 25.28% |
$73.3K - $103K
|
266
$61.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-90- 22.5% |
$73.3K - $103K
|
310
$71.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-91- 11.97% |
$74.1K - $104K
|
669
$155K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-91- 2.63% |
$74.1K - $104K
|
3.37K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-91- 7.85% |
$74.1K - $104K
|
1.07K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-91- 5.94% |
$74.1K - $104K
|
1.44K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-92- 1.1% |
$75K - $106K
|
8.29K
$1.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-93- 3.25% |
$75.8K - $107K
|
2.77K
$643K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 1.09% |
$75.8K - $107K
|
8.4K
$1.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-94- 1.2% |
$76.6K - $108K
|
7.77K
$1.8M
|